See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,863 | $57,281-40.9% | $86,612-60.9% | $75,163-54.9% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 18.58% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,581 | $2,314-31.7% | $3,022-47.7% | $2,670-40.8% |
| Participant deferral / active EE | $3,244 | $3,318-2.2% | $4,438-26.9% | $4,125-21.3% |
| Admin fee / account holder | $735 | $4,112-82.1% | $5,614-86.9% | $5,651-87.0% |